Overview

Pricing Quotation is the Sales workspace for reviewing and managing buyout-related quotation records. Sales representatives, account managers, project managers, and purchasing officers use it to locate quotation packages by package number, sales job number, purchaser, offer type, bid due date, or sub-supplier.

Use this workspace when you need to start a new pricing quotation, find an existing quotation, review quotations that are shown as offers, or review archived records.

Settings

Before working with pricing quotations, set up the list layout that you need for day-to-day review. The available settings control how the Buyouts list is displayed; they do not define quotation content.

Control	Purpose
Layout name	Names the layout that you are creating or maintaining.
Standard Layout	Selects the standard list layout.
Add Layout	Adds a layout using the entered layout name.
Update Current	Updates the currently selected layout.
Delete Current	Deletes the currently selected layout.
Columns Chooser	Opens the control for choosing list columns.
Layout options (icn icn-layoout)	Opens layout-related options.
Settings (icn icn-settings)	Opens settings-related options for the list.
Files	Displays the files field associated with the screen.

Navigate to Sales > Pricing Quotation.

Buyouts
Buyouts — Sales › Pricing Quotation
To use the default view, select Standard Layout.
To create a layout for a particular review activity, enter a meaningful value in Layout name, then select Add Layout.
To adjust the columns displayed in the Buyouts list, select Columns Chooser. Review the available columns and retain the fields that support your quotation review, such as package number, sales job number, purchaser, offer type, bid due date, and sub-supplier.
When you have adjusted the current layout, select Update Current to save the current layout changes. If you do not want to keep the changes, select Cancel.

Tip: Use a clearly identifiable layout name, such as “Purchaser Bid Dates,” so that the purpose of the view is apparent when you return to the list.

Warning: Use Delete Current only when you no longer need the selected layout. The screen does not show a recovery action for a deleted layout.

Workflow

Open the pricing quotation workspace by navigating to Sales > Pricing Quotation. Start from the All view when you need the broadest list of available pricing quotation records.

Buyouts
Buyouts — Sales › Pricing Quotation
Decide whether you are starting a quotation or reviewing an existing one:
- To begin a new pricing quotation, select New.
- To locate an existing record, enter a package number, sales job number, purchaser, offer type, bid due date, or sub-supplier value in Search.
The available screen shows the list workspace and the New action. Complete any additional quotation details in the record screen that opens after selecting New.
Review the list information needed to identify the correct quotation. Use the visible list columns to distinguish records, including:
- Package number
- Sales job number
- Purchaser
- Offer type
- Bid due date
- Sub-supplier
Decide which list stage is relevant to your task:
- Select All to review the complete list shown by the workspace.
- Select Offers when reviewing records shown as offers.
- Select Archived when reviewing archived records.
If the displayed list is outdated, select Refresh (icn-update) to refresh the screen.

Note: The available screen includes the All, Offers, and Archived tabs, but it does not provide an action for moving a record between those tabs. Do not assume that selecting a tab changes the quotation record.

All

The All tab shows pricing quotation records in the main Buyouts list. Use this stage to search across the available records and compare the package number, sales job number, purchaser, offer type, bid due date, and sub-supplier shown for each entry.

Use Search to narrow the list before opening or reviewing a record. The available controls do not identify an action that moves a quotation into or out of the All tab.

Offers

The Offers tab shows records presented as offers. Use this stage when your review is focused on offer-related pricing quotations, such as checking the purchaser, bid due date, offer type, and sub-supplier associated with an offer.

The available controls do not show an action that moves a record into or out of the Offers tab. Select Offers to review the records already displayed in this stage.

Archived

Buyouts — Sales › Pricing Quotation

The Archived tab shows archived pricing quotation records. Use this stage when you need to review records that are no longer being considered in the current list view while retaining access to their identifying information.

The available controls do not show an archive or restore action. Select Archived to view records already shown as archived.

Examples

A purchasing officer needs to review a pricing quotation package for sales job

J26.1044

. The package is expected to be associated with purchaser “Northstar Purchasing,” offer type “Firm,” and a bid due date of 18 February 2026.

Navigate to Sales > Pricing Quotation and select All.
In Search, enter
```
J26.1044
```
to reduce the list to records related to the required sales job.
Review the matching list entry and confirm the visible values for the package number, purchaser, offer type, bid due date, and sub-supplier.
If the quotation is being reviewed as an offer, select Offers and search for the same sales job number or package number.
If the record is not found in the current list, select Archived and repeat the search. This confirms whether the quotation is shown in the archived stage rather than the current offer list.
If the relevant columns are not visible, select Columns Chooser, adjust the current list view, and select Update Current to retain the layout for future quotation reviews.

Tips

Tip: Search by the most specific identifier available, such as the package number or sales job number, before using broader values such as purchaser or offer type.

Note: Use All for a broad review, then use Offers or Archived to focus on the corresponding tab view.

Warning: The Delete and Delete Current actions are displayed with the layout controls. Do not use them as a substitute for archiving a pricing quotation, because no quotation archive action is shown on this screen.

Troubleshooting

Symptom	Likely cause	Fix
The required pricing quotation does not appear in the list.	The current search value is too restrictive, or the record is shown in another tab.	Clear or revise Search, then check All, Offers, and Archived.
Important list information is not visible.	The current layout does not display the required columns.	Select Columns Chooser, adjust the displayed columns, and select Update Current if you want to keep the layout.
The list does not reflect recent activity.	The displayed list may need to be refreshed.	Select Refresh (icn-update) and repeat the search.
A saved layout is no longer appropriate.	The current layout was created for a different review purpose.	Select Standard Layout, or create a new layout using Layout name and Add Layout.